Locator: 45963INV.
What's in your portfolio?
I think folks are discovering that dividends really do make a difference.
2023 will be the year that BRK and I will part ways forever.
I won’t sell what I have, but I won’t buy more. BRK is a perfectly wonderful holding, but:
- I have more than enough BRK for a diversified portfolio; and,
- there are plenty of other great companies from which to choose; and,
- BRK pays no dividends.
The usual disclaimers apply.
This is almost criminal -- thinking back to all those Becky Quick commercials.
I get a kick out of Berkshire folks arguing / discussing 4.5% bonds vs 5% MMFs. Oh, give me a break.
Note, the scale of the left hand y-axis: trending toward 80,000%. BRK is pretty much flat-lined.
And AAPL pays a dividend, albeit small.
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The Book Page
Without question, one of my favorite activities is reading. Wow, I get so much enjoyment out of a good book.
I'm still working my way through Howard M. Sachar's A History of the Jews in America, c. 1992.
Chapter Five: "Survival in the Immigrant City." Learning everything about early NYC -- especially the geography -- and how it evolved.
It brings back great memories of the summer I spent in a NYC suburb, working. Westfield, NJ.
Turn of the century, 1900, the Jewish enclave in NYC: lower east side, tenth ward.
It's interesting to look a the "neighborhoods" in/on the south side of (the) Manhattan Island, from south to north, and west to east:
- Financial District
- Battery Park City (west)
- Two Bridges (east)
- Tribeca (west --> central --> to Two Bridges and LES; TriBeCa: "Triangle Below Canal Street";
- Little Italy (west --> central --> LES
- LES (Lower East Side)
- SOHO (west) "South of Houston Street";
- LES
- Hudson Square --> Washington Square Village--> NOHO --> Alphabet City (west to east)
- West Village --> Greenwich Village --> East Village
- Gramercy (east) -- "Big Thanks"; Gramercy Park, requires a key;
- Meatpacking District (west) --> Flatiron District --> Kips Bay
- Chelsea (west) --> Nomad --> Rose Hill (east)
- Hudson Yards (west) --> Garment District --> Koreatown / Midtown South --> Tudor City
Bridges / Tunnels:
- Brooklyn Battery Tunnel (Brooklyn to Financial District)
- Brooklyn Bridge (Brooklyn to northern Financial District, to NYC center, Civic Center;
- Manhattan Bridge (Brooklyn into Two Bridges, then Chinatown, then Little Italy)
- Williamsburg Bridge (north of the Brooklyn Naval yard into LES
- Queens Midtown Tunnel (Hunters Point to Tudor City)
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